layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Analyst, Portfolio Financial Operations at Lincoln Avenue Communities | LAYIQ

Manage the monthly financial statement tracking process across LAC’s portfolio, including monitoring receipt from external property management companies (PMCs), maintaining accurate status records, and escalating outstanding deliverables.
Coordinate the communication of financial review comments prepared by Senior Finance Associates and responses from PMCs, including tracking open items, following up with external partners, scheduling meetings, and maintaining clear documentation.
Track invoices received from external CPA firms, reconcile charges to executed engagement letters, identify discrepancies, and coordinate with Portfolio Financial Operations reviewers, Corporate Accounts Payable, PMCs, and CPA firms to facilitate timely payment.
Gather, organize, and validate reports and supporting documentation for lender and investor reporting requirements.
Maintain centralized records of final property-level audits and other key financial documents so they are accessible to cross-functional teams.
Prepare personal property tax returns for internal review, file approved returns, and track submissions and related deadlines across the portfolio.
Prepare real estate tax exemption applications and supporting documentation for internal review, submit approved applications, and track their status through completion.
Compile and provide closing-binder documentation to external CPA firms to support property-level audit and tax-return preparation.
Manage the payment and tracking of insurance premiums across the portfolio in coordination with Development team leaders, PMCs, external insurance consultants, and internal stakeholders.
Coordinate the replacement reserve reimbursement process following review and approval by the Senior Finance Associates, including submitting approved reimbursement packages to lenders, monitoring requests through processing, and confirming receipt of funds by the property management companies.
Provide process coordination and administrative support for budget-to-actual reviews, annual budgets, stabilization testing, and other recurring Portfolio Financial Operations activities, including status tracking, document organization, and meeting scheduling.
Learn existing workflows, identify opportunities to improve efficiency and accuracy, gather feedback from team members and cross-functional stakeholders, and help design, implement, and refine scalable processes using Excel, AI, automation, and other appropriate tools.
Perform special projects and other duties as assigned.

Analyst, Portfolio Financial Operations

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